FAQs

How do I open an investment with Uniting Financial Services?

You can open an investment with Uniting Financial Services by downloading an application form. Alternatively, you can contact our friendly Service Team on 1300 133 673 for an application form to be posted out to you.

How do I send my new investment application form to Uniting Financial Services?

What is the difference between Current Balance and Available Balance?

Current Balance is the balance of your investment as at the nominated date including any uncleared funds. Available Balance is the balance of your investment available for immediate withdrawal as at the nominated date. All cheques take four days to process and clear.

How do I add money to my at call investment with Uniting Financial Services?

Will I be charged any fees?

We do not charge transaction or maintenance fees on any of our products or services. Details of other fees are contained in our Fee Schedule.

What is the difference between an At Call Investment and a Higher Values Online Investment?

Both investments offer at call access to your funds with good interest rates on balances. Higher Values Online Investment pays a higher rate of interest, and you can withdraw and lodge funds electronically only.Terms and conditions for our products are available in the Product Information Brochure.

How can I get regular updates from Uniting Financial Services?

Uniting Financial Services provides investors with market and service updates twice a year through our regular e-newsletter. You can also find regular updates on this website.

How can I protect myself from internet and email scams?

You should be aware people have become victims of identity theft when they responded to bogus emails and telephone calls. Please note that no one from Uniting Financial Services will ever contact you by email or telephone to request your Uniting Online or Uniting by Phone Access Code(s). The safety and security of your investment with us is our highest priority.

NEVER provide your investment or login details in response to an email or telephone call you receive from someone purporting to represent Uniting Financial Services. Should you receive a call from someone purporting to be from Uniting Financial Services requesting your Uniting Online or Uniting by Phone Access Code, please report it to this office immediately by telephone 1300 133 673 or via email to contactus@unitingfinancial.com.au